You can integrate the Genetec ClearID™ web application with Security Center by installing and configuring the ClearID plugin and following a sequence of steps.
The following table lists the tasks required for the integration with Security Center, and how to verify that the
integration is successful.
| Step | Task | Where to find more information |
|---|---|---|
| Understand the prerequisites and key issues before deploying | ||
| 1 | Learn about what you can do using ClearID. | |
| 2 | Before installing the plugin, read the release notes to learn about the new features. | |
| 3 | Familiarize yourself with the common terms and their equivalents in Security Center. | |
| 4 | Learn about the different components and how they connect. | |
| 5 | Learn about key features and understand the product. | |
| Deployment Preparation | ||
| 1 | Ensure that the plugin is installed on a server that meets the recommended system requirements and is running a compatible version of Security Center. | |
| 2 | Learn about the devices that are supported for use with ClearID. | |
| 3 | Familiarize yourself with deployment best practices. | |
| Prepare Security Center | ||
| 1 | Verify that the Security Center license has a valid certificate for the plugin. Go to the Config Tool homepage, click , and confirm that the ClearID plugin is in the list. |
|
| 2 | To manage visitors in ClearID, verify that the Synergis™ visitor management module is enabled. Go to the Config Tool homepage, click , and confirm that Visitors is in the list. |
|
| Deploy the plugin | ||
| 1 | On a Security Center server, download and install the plugin. | |
| 2 | Create the plugin role. IMPORTANT:
Each plugin role can only connect
to or communicate with one unique ClearID system name at a time. For
environments with multiple systems, you must create a plugin role for
each system.
|
|
| 3 | Connect Security Center to
ClearID. NOTE: For environments
with multiple systems, repeat these tasks for each system.
|
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| 4 | Grant users the privileges they require to use the plugin. NOTE: Security
Desk operators do not need special privileges to use this
plugin.
|
|
| 5 | Learn about system states. | |
| 6 | Learn about identity fields. | |
| 7 | Learn about custom fields. | |
| Manage identities and users | ||
| 1 | Create, view, or modify your identities. | |
| 2 | Grant users or administrators access to the web portal. | |
| 3 | View your profile. | |
| 4 | View your site and area access. | |
| 5 | Learn about and submit access requests. | |
| 6 | Add your supervisors. | |
| 7 | View and manage direct reports. | |
| 8 | Learn how to reset user passwords. | |
| 9 | Learn about email notifications sent by ClearID. | |
| 10 | Learn about delegation. | |
| 11 | Understand the different user levels and what they can do. | |
| 12 | Learn about and submit identity requests. | |
| Manage your sites | ||
| 1 | Learn about sites. | |
| 2 | Create your sites in ClearID. | |
| 3 | Enable visitor management for sites. | |
| 4 | Grant users permission to access ClearID. | |
| 5 | Learn about access reviews. | |
| 6 | Set up access reviews. | |
| 7 | Learn about access reviews report. | |
| 8 | Check the status of access reviews. | |
| 9 | Complete an access review. | |
| 10 | Generate an access reviews report. | |
| 11 | Learn about access requests report. | |
| 12 | Check the status of your access requests. | |
| 13 | Learn about site activity report. | |
| 14 | Learn about and manage webhook integrations. | |
| Manage your areas | ||
| 1 | Learn about areas. | |
| 2 | Create your areas in ClearID. | |
| 3 | Add doors to areas. | |
| 4 | Enable visitor management for your areas. | |
| 5 | Learn about nested areas and access rules | |
| 6 | Add your area managers. | |
| 7 | Add your area schedules. | |
| 8 | Grant people access to an area. | |
| 9 | Review who has access to your area. | |
| 10 | Approve requests for access to your area. | |
| 11 | Reject requests for access to your area. | |
| Manage your visitors | ||
| 1 | Learn about visit request workflows. | |
| 2 | Invite visitors. | |
| 3 | Review visit events. | |
| 4 | Copy a visit event. | |
| 5 | Modify a visit event | |
| 6 | Learn about visitors report. | |
| 7 | View a visitors report. | |
| 8 | Learn about QR codes as a credential for visitors. | |
| 9 | Import the custom card format (QR code credential). | |
| 10 | Enable QR code credentials for visitors. | |
| 11 | Configure Qscan barcode readers for ClearID. | |
| 12 | Configure STid devices for ClearID. | |
| 13 | Configure macro for automatic check-in and access to a parking entrance or gated facility. | |
| Managing visitor watchlists | ||
| 1 | Learn about watchlists. | |
| 2 | Add your watchlist managers. | |
| 3 | Add your watchlists. | |
| 4 | Screen your visitors manually | |
| 5 | Unblock visitors blocked by a watchlist. | |
| Managing role-based access control | ||
| 1 | Learn about role-based access control. | |
| 2 | Add your roles. | |
| 3 | Add your role managers. | |
| 4 | Configure your role-based access control policies. | |
| 5 | Add custom provisioning attributes to an identity. | |
| 6 | Add your role members. | |
| Connecting other systems | ||
| 1 | Learn how to authenticate non-user system connections. | |
| 2 | Synchronize identity attributes using LDAP. | |
| 3 | Synchronize identity attributes using an API. | |
| 4 | Synchronizing identity attributes using One Identity. |
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| Visitors self-service check-in | ||
| 1 | Learn about Genetec ClearID™ Self-Service Kiosk. | |
| 2 | Learn about the different ClearID Self-Service Kiosk options that are available. | |
| 3 | Learn about the Identity Document (ID) types that the ClearID Self-Service Kiosk ID scanning function supports. | |
| 4 | Configure your ClearID Self-Service Kiosk. |
NOTE: The Brother TD-4550DNWB printer is no longer available for
purchase through Genetec. We now support and sell the Brother QL820NWBc
(CD-KIOSK-PRINTER-NA-KIT).
|
| 5 | Test your visitor badge printing. | |
| 6 | Reset the ClearID Self-Service Kiosk mobile app (If required). | |
| Troubleshooting | ||
| 1 | Learn how to troubleshoot issues that might occur. |
|